BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.17%
This Quarter Est. Return
1 Year Est. Return
-4.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.49M
3
+$1.42M
4
PFE icon
Pfizer
PFE
+$1.39M
5
INTC icon
Intel
INTC
+$1.23M

Top Sells

1
+$2.08M
2
+$1.97M
3
+$1.91M
4
TGT icon
Target
TGT
+$1.74M
5
PPL icon
PPL Corp
PPL
+$1.67M

Sector Composition

1 Energy 15.81%
2 Communication Services 15.2%
3 Utilities 14.55%
4 Consumer Staples 10.71%
5 Healthcare 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$60K 0.02%
919
+3
202
$59K 0.02%
845
-195
203
$59K 0.02%
+1,000
204
$58K 0.02%
866
+115
205
$58K 0.02%
600
+105
206
$58K 0.02%
933
+202
207
$58K 0.02%
11,255
+4,605
208
$56K 0.02%
3,252
+4
209
$55K 0.02%
950
+450
210
$53K 0.02%
785
211
$53K 0.02%
654
-98
212
$52K 0.02%
995
213
$51K 0.02%
1,173
+498
214
$51K 0.02%
1,605
+468
215
$51K 0.02%
+800
216
$51K 0.02%
526
+2
217
$51K 0.02%
1,905
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218
$50K 0.02%
643
219
$50K 0.02%
370
220
$50K 0.02%
2,022
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221
$50K 0.02%
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222
$48K 0.02%
1,052
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223
$48K 0.02%
1,254
-212
224
$48K 0.02%
2,410
225
$48K 0.02%
595
7 8
9
10 11